Event
Intentional Investing Workshop with Chartered Wealth Solutions – Hosted by ActionCOACH iNala
Date: Friday 13th February 2026
Time: 8:30 am to 3:30 pm
Venue: The Oyster Box Hotel – Pearl Room
Presenter: Kim Potgieter – Managing Director, Chartered Wealth Solutions
Duration: Full-Day Workshop with breaks (6 Hours)
Investment: R5995 ex Vat & partner pays half
Early Bird: R3995 ex Vat & partner still half price (Book & pay before 5th January)
Most business owners make smart strategic decisions every day, but when it comes to personal wealth, many don’t have the same clarity, plan, or structure.
This powerful full-day workshop will help you align your money with your life, your goals, and your future.
Join us for an enlightening, practical, and deeply impactful session based on Chartered’s philosophy that true wealth planning integrates four essential components:
Life Plan • Scenario Plan • Investment Plan • Estate Plan
What You’ll Experience
1. Life Planning – Uncover Your Money Story
Understand your relationship with money, the beliefs guiding your decisions, and the life you want your wealth to support.
2. Scenario & Investment Planning – Map Your Financial Future
Learn how to project long-term financial needs, assess risk, and make intentional investment decisions that build real security.
3. Estate Planning – Protect Your Family & Your Legacy
Discover how to structure your estate for continuity, security, and alignment with your values—both personally and as a business owner.
You’ll Walk Away With:
- Clear insight into your money habits
- A grounded view of your long-term financial needs
- Practical tools to structure your investments intentionally
- Awareness of gaps and opportunities in your personal financial planning
- A strong foundation for building your personal wealth legacy
This is not just another finance workshop; this is a life-changing investment in YOU and your future.
Spaces are limited to ensure a personalised, high-value experience.
We look forward to hosting you for a transformative day of clarity, intention, and empowered wealth-building.
ActionCOACH iNala
Empowering business owners to build businesses and lives they love!
ActionCOACH iNala
Inala Is A Team Of Business And Executive Coaches
We are a firm of professional and dedicated coaches. We enable business owners and senior executives to propel their businesses into long-term sustainable enterprise.
We called our firm iNala, the Zulu word for abundance, as it perfectly represents you, your businesses and our countries potential that we work to realise every day.
We are licensed with ActionCOACH, the world’s number one business coaching firm. Started in 1993 by Brad Sugars, ActionCOACH is the largest business coaching company in the world, with coaches in more than 83 countries. From its inception, ActionCOACH has been set up with you, the entrepreneurial business owner in mind.
Contact
Phone: 031 942 4255
Email: shirleypearson@actioncoach.com
Details
Date: February 13 @ 8:00 am - 3:30 pm
Location
The Oyster Box Hotel, 2 Lighthouse Road, Umhlanga, KwaZulu-Natal, 4319
